Financial Consultant, Regional Services - MD Financial Management (Montreal, QC)

Responsibilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Build and execute on a monthly contact plan focused on engaging clients in financial planning and advice.
• Complete financial planning in the areas of risk management, estate planning, liability management, cashflow/budgeting, education funding, tax, retirement planning, investment management, practice management and goal setting.
• Prepare and update comprehensive financial plans and specific investment strategies based on MD Management developed and managed optimal portfolio ranges.
• Understand and comply with all industry regulations and MD''s program and process requirements.
• Responsible for client meeting preparation, post meeting notes and identifying next opportunities, gathering and inputting financial data resulting from discovery conversations.
• Increase visibil...